# Ploomes CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Ploomes CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/207290/Ploomes --- # Ploomes CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on April 22, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Ploomes CRM ## What is Ploomes CRM? Ploomes CRM centralizes contacts, deals, activities, and communications in one place. Built for B2B sales, it automates follow-ups, tasks, and approvals, standardizes pipelines, and gives managers real-time visibility with customizable dashboards and accurate forecasts. Native integrations with email, calendars, and ERPs keep data consistent across teams. With templates, workflows, and role-based permissions, teams work faster and with fewer errors—building stronger relationships, shortening sales cycles, and scaling revenue with confidence. ## What is Ploomes CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Business Process Management](https://www.capterra.com/business-process-management-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/) Recognitions Shortlist Best ease of use Top alternative Featured Overall rating Based on 420 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $22 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... - Inside Sales / 2025 - Sales Force Automation / 2025 Our "Best of" badge program showcases products with the highest ratings... - Business Process Management / 2026 - CRM / 2026 - Document Management / 2026 - Online CRM / 2026 - Proposal Management / 2026 - Sales Force Automation / 2026 - Workflow Management / 2026 Our "Best of" badge program showcases products with the highest ratings... Do you work for Ploomes CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.ploomes.com/&name=Ploomes CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Ploomes CRM 4.9 (420) VS. [4.2 (1,304)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting Price $22 Per User, Per Month Starting Price $31.1 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (420) Ease Of Use 4.0 (1,292) Value For Money 4.7 (366) Value For Money 4.1 (1,168) Customer Service 4.7 (371) Customer Service 3.9 (1,157) ## Ploomes CRM alternatives Highest Rated [4.7 (461)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.5 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (18,781)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/207290/Ploomes/alternatives/) ## Who uses Ploomes CRM? Based on Capterra reviews from the past 2 years Talk to a software expert to get a free software list tailored to your business needs Company size Based on 251 reviews 100% 75% 50% 25% Smallbusiness Midsizebusinesses Enterprise Top job functions Based on 251 reviews Consulting 30% Consulting 30% Sales & Business Development 25% Administrative 13% Engineering 8% Others 24% Top industries Based on 251 reviews Management Consulting 45% Mechanical or Industrial Engineering 21% Human Resources 14% Information Technology and Services 10% Other 10% ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Lead Management 4.8 (165) 82.42% of 165 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Sales Pipeline Management 4.8 (156) 77.56% of 156 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Contact Management 4.8 (138) 77.54% of 138 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Reporting/Analytics 4.7 (106) 81.13% of 106 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Data Import/Export 4.5 (85) 92.94% of 85 reviewers that rated this feature as important or highly important Import and export data to and from software applications Sales Reports 4.7 (84) 95.24% of 84 reviewers that rated this feature as important or highly important Reports specific to sales analysis for trends and strategies Ploomes CRM 100 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Automatically formats data in a predetermined way Material list of manufacturing parts and associated costs Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Record the audio of phone conversations for quality assurance purposes Create and manage digital catalog of products/services with their details, specifications, and price Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Configure existing workflows to meet your organization's needs Manage, organize, and store contact information Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Track, store, and access client contracts or licenses Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Process of dividing customers into groups based on common characteristics Add customized logos and colors to align with company branding Alter the layout and content of dashboards Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Ability to handle large datasets Graphical representation of data Defines specific deal parameters to negotiate and secure deals Track products that are for sale at a reduced price or part of coupon promotions Automated or logic-based workflows that assist in the creation of electronic documents Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Pre-made examples and templates for emails Public or private sharing of digital files such as documents, audio/video, images, and more Automate repetitive tasks such as filling out information or creating certain types of forms Store, manage and track all forms in a centralized location Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Access software remotely via mobile devices Access the system via a mobile application Observe and track the demand, usage, progress or quality of a system, product, or user Manage and handle various international currencies Drag and drop/visual interfaces that allow non-tech users to build without writing code Track all opportunities for potential sales and convert them into recurring revenue Manage and track customer orders for goods, investments, or any other purchases Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Calculate rule-based prices for a product/service Track and manage the profit margin between the cost of a product and its selling price. Visually identify, define, and map all details and relationships surrounding business process models and elements Streamlining repetitive tasks and activities through automated and predefined workflows Customize the specifications of a finished product to meet the particular needs of a customer Reporting on how each user, task or process has advanced since its initiation Create, manage, or update project workflows. Create proposals based on costs of labor and materials Generate quotes or estimates for customers Receive data and information in real time Timed notification for any upcoming task, deadline, appointment, or activity Manage and track the renewal process for various services, subscriptions, contracts, or licenses Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals It is a logic or a condition that executes business rules in a runtime production environment Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Define, track, and/or automate sales activities and sales processes Automate processes to manage leads, contacts, opportunities and sales activities Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Group leads or contacts based on their specific characteristics Use your computer as a phone device to make calls over the internet Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Sample files or documents that could be customized as needed or used as is Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Track revisions and updates made to files and navigate between different versions Configuration of custom product parts by using 2D &3D visualizations SaaS, web-based, online deployment Alter the default workflow to meet your organization's needs Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.8 (420) 4.8 Based on 420 reviews ## Pricing Value for money 4.7 (366) Free Trial [View pricing plan details](https://www.capterra.com/p/207290/Ploomes/pricing/) Ploomes Lite $22.00 Per User,Per Month It includes: - Multiple Sales Funnels - Client Reports - Tasks Management - Dashboards - Analytics reports Value for money 4.7 (366) 4.7 Based on 366 reviews ## Integrations [ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (371) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (371) 4.7 Based on 371 reviews ## User reviews Overall rating 4.9 Based on 420 reviews Filter by rating 5(371) 4(47) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent SC Sofia Cristina E. Trainne Civil Engineering ### "bom para organizar vendas" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 April 11, 2026 Vale a pena para organizar vendas, mas pode não ser ideal se você precisa de algo muito rápido e estável. Pros É fácil de usar, organiza bem o funil de vendas, ajuda a economizar tempo com automações e reúne várias funções em um só lugar. Cons A versão no celular é limitada, pode ser um pouco complicado no começo e às vezes apresenta lentidão. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CM Carolina M. Assessora de negócios Civil Engineering ### "Avaliação Ploomes" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 11, 2026 Pros Facilita na automatização dos processos de CRM, ajudando principalmente aos empresários juniores que estão em processo de aprendizagem e implementação de melhorias Cons Demora de liberação, o fato de precisar de ao menos 10 pessoas para liberar a versão para EJ, as vezes as EJ’s ainda estão se estruturando Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BM Bryan M. Diretor Marketing and Advertising ### "Eficiência na automação e propostas impecáveis" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 5, 2026 Excelente ferramenta para organizar o comercial. O sistema é robusto, centraliza bem os dados e profissionaliza a entrega de orçamentos aos clientes. Pros A facilidade de gerar propostas personalizadas em PDF e a flexibilidade para criar fluxos de automação que realmente economizam tempo da equipe. Cons O aplicativo móvel poderia ser mais intuitivo e a configuração inicial das automações exige um pouco de paciência. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VA Vinicius A. Presidente Organizacional Information Technology and Services ### "Excelente produto" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 3, 2026 De modo geral, a experiência é muito positiva e traz maturidade para o processo comercial. É um CRM que vai muito além do gerenciamento básico de contatos, sendo excelente para operações de vendas B2B e negociações mais complexas. Pros O maior diferencial é o módulo de propostas e a capacidade de automação de fluxos de trabalho. A ferramenta permite centralizar o histórico do cliente e gerar orçamentos complexos de forma muito ágil e padronizada. Além disso, o alto nível de personalização do funil de vendas e a facilidade de integração com sistemas ERP ajudam muito a manter a operação organizada. Cons Justamente por ser uma ferramenta muito completa e personalizável, a curva de aprendizado inicial pode ser um pouco longa para quem está começando. A interface às vezes concentra muita informação na mesma tela, o que pode sobrecarregar o usuário no início Switched from [Pipefy](https://www.capterra.com/p/144848/Pipefy/) Preço não compatível com nossa realidade Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PH Pedro Henrique G. Diretor de Operações Information Technology and Services ### "Avaliação do serviço da plataforma ploomes" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 March 3, 2026 A experiência foi, acima de tudo, transformadora para a organização dos processos. Sair de planilhas ou ferramentas isoladas para uma plataforma que integra CRM, automação de documentos e gestão de propostas trouxe uma camada de profissionalismo essencial para o dia a dia. Pros O que mais me impressionou no Ploomes foi a capacidade de centralizar e organizar o fluxo de vendas de forma visual e intuitiva. Para quem lida com gestão e precisa de clareza nos processos, o funil de vendas deles é um diferencial enorme. Ele não só facilita o acompanhamento de cada lead, mas também nos ajuda a manter o foco nas metas e nos OKRs da equipe. Além disso, a facilidade de gerar documentos e propostas automaticamente poupa um tempo precioso que antes era gasto com tarefas manuais, permitindo que a gente foque no que realmente importa: a estratégia e o relacionamento com o cliente Cons O que eu menos gostei foi a curva de aprendizado inicial. Por ser uma ferramenta muito robusta e cheia de funcionalidades, configurar tudo do zero especialmente as automações e o motor de regras (CPQ), exige um tempo de dedicação considerável. Para quem está acostumado com ferramentas mais 'plug and play', o primeiro contato pode ser um pouco intimidador. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JL Joao L. Membro Information Technology and Services ### "Excelente ferramenta para escala e automação de processos" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 24, 2026 O Ploomes transformou a maneira como organizamos nosso funil de vendas. Saímos de planilhas desorganizadas para um processo previsível e automatizado Pros A flexibilidade para criar fluxos de automação e a facilidade de integração com outras ferramentas via API. O sistema é muito robusto para gerenciar propostas complexas e centralizar o histórico do cliente Cons A curva de aprendizado inicial para configurar automações mais avançadas pode ser um pouco íngreme, e o aplicativo mobile poderia ser mais fluido em comparação à versão web Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PA Pedro Augusto M. membro da diretoria de negocios Computer Software ### "Avaliação Orc'estra" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 24, 2026 Pros A flexibilidade na personalização de campos e funis é um ponto positivo, pois permite adaptar o sistema a diferentes modelos de negócio. As automações também são interessantes e ajudam a estruturar processos comerciais quando bem configuradas. Cons A usabilidade pode ser confusa em alguns momentos, especialmente para novos usuários, exigindo um tempo considerável de adaptação. A interface, apesar de funcional, não é tão intuitiva quanto poderia ser, o que pode impactar a produtividade inicial da equipe. Além disso, algumas configurações e automações demandam conhecimento técnico mais aprofundado, tornando a implementação mais complexa do que o esperado. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Raphaela R. Diretora de Vendas Environmental Services ### "Avaliação - Diretoria de Vendas EJESAM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 23, 2026 De forma geral, minha experiência com o ploomes é muito positiva. A ferramenta trouxe mais organização e praticidade para o processo comercial, sendo muito mais intuitiva e eficiente do que planilhar para acompanhar o funil e os leads. Pros A praticidade da ferramenta. Para a realidade da minha EJ, ele é extremamente útil. Eu nunca me adaptei bem a planilhas, então usar um CRM online facilitou muito a organização do comercial. É muito simples adicionar informações sobre cada cliente, registrar comentários, atualizações, anexar documentos e centralizar tudo em um único lugar. Além disso, gosto muito da visualização em formato de funil, porque consigo mover os contatos entre as etapas de forma rápida e clara, o que ajuda bastante no acompanhamento das negociações. Cons Em alguns momentos senti falta de uma personalização maior em algumas configurações ou relatórios. Também pode levar um tempo até se adaptar completamente à ferramenta no início, principalmente pra quem nunca utilizou um CRM antes. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VN Vincius N. Membro Information Technology and Services ### "Avaliação Ploomes" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 22, 2026 A ferramenta ajudou a organizar melhor o processo de vendas, centralizar as informações dos clientes e dar mais controle sobre as negociações. No começo precisei de um tempo para configurar tudo, mas depois que ajustamos ao nosso processo, ficou mais prático e produtivo no dia a dia. Pros Eu uso o Ploomes CRM e o que eu mais gostei foi a facilidade de usar e a organização que ele trouxe para o time. Dá para ver todas as informações dos clientes em um só lugar e acompanhar as vendas de forma simples. As automações ajudam bastante no dia a dia e economizam tempo. No geral, deixou nosso processo comercial mais prático e organizado. Cons Na minha experiência, o que eu menos gostei no Ploomes CRM é que a configuração inicial pode ser um pouco complexa, principalmente quando você quer personalizar bem os processos da empresa. Algumas funcionalidades mais avançadas não são tão intuitivas e exigem um tempo maior para aprender e ajustar tudo corretamente. Também acho que em alguns pontos a navegação poderia ser mais simples. Não é algo que impeça o uso, mas no começo pode dar um pouco mais de trabalho. Switched from [Pipefy](https://www.capterra.com/p/144848/Pipefy/) Por funcionalidades novas e eficiẽncia em contatar os leads. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AG Artur G. Membro Information Technology and Services ### "Avaliação Ploomes" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 20, 2026 Pros A opção de automatização de processos, envio de mensagens e tambem na organizão dos Leads novos e antigos no funil de vendas Cons A curva de aprendizado é íngreme; a interface densa e a configuração de automações exigem alto esforço técnico. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/207290/Ploomes/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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